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Mongolia H2 2026 Outlook: Oyu Tolgoi Leverage and Mining Reform Risks
H2 2026 Mongolia Outlook: Expert analysis on Prime Minister Uchral's economic liberation agenda, fiscal risks, and the Oyu Tolgoi negotiations.
Politics
Economy and Mining
Global Affairs
All Articles
Rising Debts and Deficits Threaten Mongolia Economic Growth in New IMF Forecast
Mongolia economic growth forecast: deficits accelerating to 6.5% by 2031, debt to 62%. What the IMF communiqué won't explicitly say about copper and political risk.
Jul 22
Mongolia Prime Minister Uchral's 100 Days: Wins, Inflation, and Energy Risks
Mongolia Prime Minister Uchral marks 100 days in office amid rising inflation, Oyu Tolgoi talks, and looming winter energy risks.
Jul 20
Mongolia H2 2026 Outlook: Oyu Tolgoi Leverage and Mining Reform Risks
H2 2026 Mongolia Outlook: Expert analysis on Prime Minister Uchral's economic liberation agenda, fiscal risks, and the Oyu Tolgoi negotiations.
Jun 28
Mongolia Prime Minister Uchral Unveils His “Fair” Pension Reforms
Prime Minister Uchral’s new Mongolia pension reform eliminates past inequities and adds private savings, but a massive fiscal price tag risks long-term stability.
Jun 22
Why Mongolia’s VAT Refund Reversal Signals a Structural Budget Crisis
Mongolia’s government scraps the planned Mongolia VAT refund expansion to fund public sector wages. Discover the hidden structural risks behind this fiscal shift.
May 26
Mongolia Inflation 2026: Why Mongolbank's Policy Rate Can't Fix Structural Risks
Mongolia inflation hits 10% amid surging meat prices and fiscal spending. Discover why Mongolbank’s policy rate hikes fail against these structural risks.
May 25
Why PM Uchral’s Mongolia Deregulation Hides a Hardline Mining Strategy
Behind PM Uchral’s deregulation push lies a hardline Mongolia mining strategy. Inside Ulaanbaatar's shift to a 60% yield model for strategic deposits.
May 18
Why Mongolia’s Budget is Already Under Pressure
Analyze why Mongolia’s 2027 budget framework is at risk. Explore the tension between ambitious growth targets, massive wage hikes, and billion-dollar project overruns.
May 12
Iran War Tests Mongolia’s Fiscal and Political Discipline
Explore how the Iran war impacts Mongolia's fuel costs, currency, and fiscal policy in this economic analysis.
Apr 9
Why Mongolia’s Record Mining Wealth is Leaving Households Behind
Mongolia reports 6.8% growth and $7B reserves, but 9% inflation persists. Discover why record mining wealth isn't reaching households.
Mar 9
Spot the Opportunities. Navigate the Risks
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